● 招聘公司：加拿大宏利金融集团（Manulife Financial）
● 公司简介：加拿大宏利金融集团（Manulife Financial)是加拿大主要的财经服务企业，业务遍布全球19个国家和地区，并获得“国际标准普尔”授予“AAA”评级。继2004年完成加拿大历史上最大一宗跨国合并交易，成功实施对美国John Hancock恒康金融服务有限公司的合并，宏利金融成为加拿大第一、北美第二。宏利人寿保险是宏利金融集团属下的成员公司。加拿大宏利人寿保险公司1887年成立于加拿大多伦多市，现是加拿大规模最大的人寿保险公司和北美15家最大的人寿保险公司之一。
● 招聘职位：PlanRight助理顾问 ● 职位性质：全职 ● 职位薪酬：$60,000+
● 工作内容： - 处理客户即时提出的问题和关注，检讨宏利集团的退休储蓄计划(如适用)，确保他们充分利用集团的计划，并以一般事实评估他们在财务状况上可能存在的其他差距
- 主动发现机会并提出建议，帮助客户实现财务目标;根据客户的现状、风险状况、时间范围和其他个人因素，推荐解决方案
- 通过电话完成一些销售交易，如资产整合和保留，并熟练地将某些客户介绍给我们的二线理财顾问PlanRight，他们可以提供全面的理财规划，提供投资和保险解决方案。
- 积极主动地与客户沟通，回应客户的需求，解决问题，并适时跟进
- 为优秀的二线企划顾问提供后台销售支持;这包括调查客户的询问，协助财务计划等。
- 开发并与同行分享正在进行的最佳实践、销售、市场营销和业务开发的想法和策略
- 与销售经理进行持续的培训和观察
- 参加持续的培训课程，进一步发展技能
● Responsibilities： - First point of contact for customers requesting to meet with a PlanRight advisor
- Conduct all meetings over the phone and record daily activities using Salesforce
- Address customer’s immediate questions, concerns, review their Manulife Group Retirement Savings plan (if applicable), ensure they are making the most of their group plan and do a general fact find to assess other possible gaps in their over financial situation
- Proactively identify opportunities and make recommendations to help clients achieve their financial goals; recommend solutions considering the clients' current situation, risk profile, time horizon, and other personal factors
- Fulfill some sales transactions over the phone such as asset consolidations and retention and skillfully refer certain clients to our second tier PlanRight advisors, who can offer holistic financially planning and offer both investment as well as insurance solutions.
- Proactively communicate with clients and respond to developing needs, resolve issues or problems and following up as appropriate
- Provide back office sales support to elite second tier PlanRight advisors; this could include investigating client enquiries, assisting with financial plans, etc.
- Manage your pipeline of leads and Achieve results
- Successfully manage a sales pipeline and demonstrate a high closing rate
- Develop and share ongoing best practices, sales, marketing and business development ideas and strategies with peers
- Participate in an extensive onboarding program as you transition into the role
- Engagement in on-going coaching sessions & observations with your sales manager
- Participate in on-going training sessions to further develop skills
● 职位要求： - 至少1年成功的财务顾问经验；
- MFDA或IIROC在过去两年内获得或先前获得许可；
- 注册财务规划指定；
- 熟悉宏利产品及系统者优先；
- 有与Salesforce和Navi计划合作的经验者优先；
- 具备计算机技能，并具有一定的MS办公软件产品知识水平；
- 成功完成正式的销售培训计划；
- 基本了解影响人寿保险和投资产品销售的监管/法律环境和问题；
- 有准备、开发和向客户展示财务计划的经验；
- 与客户及其他宏利合作伙伴建立有效及专业的工作关系
- 具备解决问题和冲突的能力，确保为客户提供有效的解决方案
● Requirements： - Minimum 1 year of successful experience as a Financial Advisor
- Life License - (LLQP)
- MFDA or IIROC licensed or previously licensed within the last 2 years. If not currently licensed, must be willing to obtain one of these licenses prior to start date
- Certified Financial Planning designation (or in process of attaining or willing to obtain)
- Knowledge of Manulife products and systems would be an asset
- Experience working with Salesforce and Navi Plan would be an asset
- Computer skills, and a general knowledge level of the MS Office suite of products
- Successfully completed a formal sales training program
- Skills required:
- Basic understanding of regulatory / legal environment and issues impacting the sale of life insurance and investment products
- Experience in preparing, developing and presenting financial plans to clients
- Ability to work independently and possesses self -management skills to complete workload in a timely fashion and manage competing priorities
- Self-motivated and goal oriented to meet sales and sales targets while growing your book of business
- Coachable: open to innovative approaches and takes actions to continuously improve
- Demonstrated ability to develop effective and professional working relationships with clients and other Manulife partners
- Proven problem resolution and conflict management skills to ensure an effective solution is reached for our customers
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